Wine investment performance

With returns that can exceed equities and other assets, wine could be your next best investment decision.

Wine Investment Growth

How do investment wines perform?

The performance history of wine investments shows that fine wine delivers returns that compare favourably with main stream assets. 

Investment grade wine generally enjoys low-risk, stable growth, and has historically delivered an average Compound Annual Growth Rate of over 10% in the long term.

The fine wine secondary market has broadened beyond the traditional Bordeaux and Burgundy icons to drive emerging markets in new regions and labels. This is providing new growth opportunities and greater access to this rewarding market for investors. 

Strong growth has been sustained throughout periods of significant, global financial crisis. Wine investments have provided a 'safe haven' for capital as rising inflation erodes cash savings.

 

What kind of returns can you get?

Leflaive Bienvenues Batard Montrachet 2018

Dom Perignon 2008

Chateau Margaux 2015

Leroy Richebourg 1997

How does wine compare to other investments?

 

Wine as an investment generally delivers strong, stable growth over the long term. Performance is not directly linked to financial markets and wine can protect capital during periods of economic stress. 

Over the last 5 years the key market benchmark, the Liv-ex 100 index, grew 14.7%, nearly double the FTSE100's 7.9% performance in the same period.

Champagne is currently the leading region for investment wine performance and has seen an average 50.2% growth over 5 years.

Source: Liv-ex.com, data at 29.02.2024

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Wine is the leading 'passion asset'

 

Knight Frank's 2023 Luxury Investments Wealth Report rates wine as a top performing luxury asset that is currently outperfoming prime London real estate in 2023.

'Investments of passion' have proved their ability to hedge inflation and protect wealth and this was demonstrated again during the Covid-19 pandemic and Ukraine War.

Tangible collectables art, classic cars, fine wine, watches, jewellery, coloured diamonds and rare whisky are some of the most popular, with returns often exempt from Capital Gains Tax.

 

 

Fine wine as an inflation hedge

As a tangible asset with performance not directly correlated to financial markets, fine wine value can grow with rising inflation.

As inflation continues to remain at high levels, investors need to consider a diversified approach to portfolio planning, incorporating a number of strategies to manage risk and optimise investment returns. Tax-efficient fine wine offers significant benefits.

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Understand wine as an investment

Get detailed insight into the performance of fine wine assets with our specialist investor information.

 

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Learn about Investment Wines

We've created your go-to hub for wine investor knowledge. Understand what makes an investment grade wine, which are the most powerful fine wine brands, iconic wine-makers and regional trends driving price performance.
 

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